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AXCELIS TECHNOLOGIES INC（ACLS）与波音（BA）财务数据对比。点击上方公司名可切换其他公司
波音的季度营收约是AXCELIS TECHNOLOGIES INC的93.2倍（$22.2B vs $238.3M）。AXCELIS TECHNOLOGIES INC净利率更高（14.4% vs -0.0%，领先14.4%）。波音同比增速更快（14.0% vs -5.6%）。AXCELIS TECHNOLOGIES INC自由现金流更多（$-8.9M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs -2.8%）
Axcelis Technologies是一家美国半导体设备供应商，1995年成立，总部位于美国马萨诸塞州贝弗利。公司面向全球半导体制造行业，从事半导体生产核心设备的设计、制造及服务，主营产品包括高中电流、高能离子注入系统以及半导体芯片制造用固化系统。
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
ACLS vs BA — 直观对比
营收规模更大
BA
是对方的93.2倍
$238.3M
营收增速更快
BA
高出19.6%
-5.6%
净利率更高
ACLS
高出14.4%
-0.0%
自由现金流更多
ACLS
多$1.4B
$-1.5B
两年增速更快
BA
近两年复合增速
-2.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $238.3M | $22.2B |
| 净利润 | $34.3M | $-7.0M |
| 毛利率 | 47.0% | — |
| 营业利润率 | 15.2% | 2.0% |
| 净利率 | 14.4% | -0.0% |
| 营收同比 | -5.6% | 14.0% |
| 净利润同比 | -31.3% | 77.4% |
| 每股收益（稀释后） | $1.11 | $-0.11 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ACLSBA
| Q1 26 | — | $22.2B | ||
| Q4 25 | $238.3M | $23.9B | ||
| Q3 25 | $213.6M | $23.3B | ||
| Q2 25 | $194.5M | $22.7B | ||
| Q1 25 | $192.6M | $19.5B | ||
| Q4 24 | $252.4M | $15.2B | ||
| Q3 24 | $256.6M | $17.8B | ||
| Q2 24 | $256.5M | $16.9B |
净利润ACLSBA
| Q1 26 | — | $-7.0M | ||
| Q4 25 | $34.3M | $8.2B | ||
| Q3 25 | $26.0M | $-5.3B | ||
| Q2 25 | $31.4M | $-611.0M | ||
| Q1 25 | $28.6M | $-37.0M | ||
| Q4 24 | $50.0M | $-3.9B | ||
| Q3 24 | $48.6M | $-6.2B | ||
| Q2 24 | $50.9M | $-1.4B |
毛利率ACLSBA
| Q1 26 | — | — | ||
| Q4 25 | 47.0% | 7.6% | ||
| Q3 25 | 41.6% | -10.2% | ||
| Q2 25 | 44.9% | 10.7% | ||
| Q1 25 | 46.1% | 12.4% | ||
| Q4 24 | 46.0% | -10.4% | ||
| Q3 24 | 42.9% | -19.7% | ||
| Q2 24 | 43.8% | 7.3% |
营业利润率ACLSBA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 15.2% | 36.7% | ||
| Q3 25 | 11.7% | -20.5% | ||
| Q2 25 | 14.9% | -0.8% | ||
| Q1 25 | 15.1% | 2.4% | ||
| Q4 24 | 21.6% | -24.7% | ||
| Q3 24 | 18.3% | -32.3% | ||
| Q2 24 | 20.6% | -6.5% |
净利率ACLSBA
| Q1 26 | — | -0.0% | ||
| Q4 25 | 14.4% | 34.3% | ||
| Q3 25 | 12.2% | -22.9% | ||
| Q2 25 | 16.1% | -2.7% | ||
| Q1 25 | 14.8% | -0.2% | ||
| Q4 24 | 19.8% | -25.4% | ||
| Q3 24 | 18.9% | -34.6% | ||
| Q2 24 | 19.8% | -8.5% |
每股收益（稀释后）ACLSBA
| Q1 26 | — | $-0.11 | ||
| Q4 25 | $1.11 | $10.70 | ||
| Q3 25 | $0.83 | $-7.14 | ||
| Q2 25 | $0.98 | $-0.92 | ||
| Q1 25 | $0.88 | $-0.16 | ||
| Q4 24 | $1.54 | $-5.50 | ||
| Q3 24 | $1.49 | $-9.97 | ||
| Q2 24 | $1.55 | $-2.33 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $374.3M | $9.4B |
| 总债务越低越好 | — | $44.4B |
| 股东权益账面价值 | $1.0B | $6.0B |
| 总资产 | $1.4B | $164.8B |
| 负债/权益比越低杠杆越低 | — | 7.41× |
8季度趋势，按日历期对齐
现金及短期投资ACLSBA
| Q1 26 | — | $9.4B | ||
| Q4 25 | $374.3M | $29.4B | ||
| Q3 25 | $449.6M | $23.0B | ||
| Q2 25 | $549.8M | $23.0B | ||
| Q1 25 | $587.1M | $23.7B | ||
| Q4 24 | $571.3M | $26.3B | ||
| Q3 24 | $579.4M | $10.5B | ||
| Q2 24 | $548.3M | $12.6B |
总债务ACLSBA
| Q1 26 | — | $44.4B | ||
| Q4 25 | — | $45.6B | ||
| Q3 25 | — | $44.6B | ||
| Q2 25 | — | $44.6B | ||
| Q1 25 | — | $45.7B | ||
| Q4 24 | — | $52.6B | ||
| Q3 24 | — | $53.2B | ||
| Q2 24 | — | $53.2B |
股东权益ACLSBA
| Q1 26 | — | $6.0B | ||
| Q4 25 | $1.0B | $5.5B | ||
| Q3 25 | $1.0B | $-8.3B | ||
| Q2 25 | $1.0B | $-3.3B | ||
| Q1 25 | $1.0B | $-3.3B | ||
| Q4 24 | $1.0B | $-3.9B | ||
| Q3 24 | $975.6M | $-23.6B | ||
| Q2 24 | $934.9M | $-18.0B |
总资产ACLSBA
| Q1 26 | — | $164.8B | ||
| Q4 25 | $1.4B | $168.2B | ||
| Q3 25 | $1.4B | $150.0B | ||
| Q2 25 | $1.3B | $155.1B | ||
| Q1 25 | $1.3B | $156.5B | ||
| Q4 24 | $1.3B | $156.4B | ||
| Q3 24 | $1.3B | $137.7B | ||
| Q2 24 | $1.3B | $142.7B |
负债/权益比ACLSBA
| Q1 26 | — | 7.41× | ||
| Q4 25 | — | 8.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-6.6M | — |
| 自由现金流经营现金流 - 资本支出 | $-8.9M | $-1.5B |
| 自由现金流率自由现金流/营收 | -3.7% | -6.5% |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | -0.19× | — |
| 过去12个月自由现金流最近4个季度 | $107.0M | $-1.0B |
8季度趋势，按日历期对齐
经营现金流ACLSBA
| Q1 26 | — | — | ||
| Q4 25 | $-6.6M | $1.3B | ||
| Q3 25 | $45.4M | $1.1B | ||
| Q2 25 | $39.7M | $227.0M | ||
| Q1 25 | $39.8M | $-1.6B | ||
| Q4 24 | $12.8M | $-3.5B | ||
| Q3 24 | $45.7M | $-1.3B | ||
| Q2 24 | $40.1M | $-3.9B |
自由现金流ACLSBA
| Q1 26 | — | $-1.5B | ||
| Q4 25 | $-8.9M | $375.0M | ||
| Q3 25 | $43.3M | $238.0M | ||
| Q2 25 | $37.7M | $-200.0M | ||
| Q1 25 | $34.8M | $-2.3B | ||
| Q4 24 | $8.1M | $-4.1B | ||
| Q3 24 | $41.8M | $-2.0B | ||
| Q2 24 | $38.1M | $-4.3B |
自由现金流率ACLSBA
| Q1 26 | — | -6.5% | ||
| Q4 25 | -3.7% | 1.6% | ||
| Q3 25 | 20.3% | 1.0% | ||
| Q2 25 | 19.4% | -0.9% | ||
| Q1 25 | 18.1% | -11.7% | ||
| Q4 24 | 3.2% | -26.9% | ||
| Q3 24 | 16.3% | -11.0% | ||
| Q2 24 | 14.8% | -25.7% |
资本支出强度ACLSBA
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 4.0% | ||
| Q3 25 | 0.9% | 3.8% | ||
| Q2 25 | 1.0% | 1.9% | ||
| Q1 25 | 2.6% | 3.5% | ||
| Q4 24 | 1.8% | 4.3% | ||
| Q3 24 | 1.5% | 3.4% | ||
| Q2 24 | 0.8% | 2.4% |
现金转化率ACLSBA
| Q1 26 | — | — | ||
| Q4 25 | -0.19× | 0.16× | ||
| Q3 25 | 1.75× | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.39× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.79× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ACLS
| Products | $224.6M | 94% |
| Services | $13.7M | 6% |
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
